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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND4+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,291,086 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,104,121 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $616,775 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $367,695 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $317,626 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $235,261 |
ENTRUST PARTNERS OFFSHORE LP4+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 | Investment Management | $205,459 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $200,288 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $192,885 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $164,036 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 1.03% | 14.29%-13.3pp | 14.64%-13.6pp | 21.83%-20.8pp |
| Employer contribution / active EE | $15,978 | $12,083+32.2% | $41,831-61.8% | $12,237+30.6% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |